Our Journey
We are an independent, SEC-registered advisory firm recognized as a sustainable investing leader. Our commitment to continuous learning and deep industry relationships allow us to provide our clients with cutting-edge solutions. Our investment process prioritizes asset managers with sophisticated ESG integration approaches and/or thematic philosophies. We favor intentional managers, for example those engaging in active ownership through company engagement, proxy voting and other practices.
Our wealth management business was founded by Jeff Gitterman and Eli Rauch in 2010 to provide services to the higher education marketplace and high-net-worth individuals. In 2015, we launched SMART (Sustainability Metrics Applied to Risk Tolerance)® Investing Solutions to serve the broader advisor and institutional market. In 2020, we launched our SMART Climate Unified Managed Account (UMA), deepening our commitment to addressing sustainability challenges and opportunities, particularly mitigating and adapting to climate change.